The View From Apollo

The View From Apollo

Inflation, Interest Rates and a Divergent Macroeconomic Environment

May 25, 2022

Torsten joined Nic Millikan on a recent episode of CAIS CXO to share his insights on global macroeconomics and their impacts on public and private markets.

Hear Torsten’s views on:

·      Expediting investment cycles and fundraising in private equity

·      Four factors primarily driving higher inflation

·      Getting constructive on commodities and green energy

·      The capital markets’ reaction to rising interest rates

·      An end to global monetary easing (for now)?

·      Three broad themes when considering investment opportunities